Plan Snapshot
- Plan Sponsor: Mosaic Community Health
- Sponsor EIN: 931329158
- Sponsor Address: 375 NW BEAVER STREET, PRINEVILLE, OR, 977541802
- Plan Type: 401(k)
- Total Participants: 445
- Total Assets: $30.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 445 | $30.5M | $1.1M | $2.8M |
| 2023 | 418 | $24.6M | $1.1M | $2.3M |
| 2022 | 385 | $18.4M | $950,467 | $2.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| JONES & ROTH, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $68,113 | $56,708 | $11,405 | — | — |
| 2023 | $61,607 | $50,757 | $10,850 | — | — |
| 2022 | $51,760 | $43,914 | $7,846 | — | — |